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Decisionpoint Financial, LLC
DecisionPoint Financial, LLC is an Arizona-based investment advisory firm headquartered in Mesa, AZ. The firm was founded in 2011 and has approximately 15 employees, most of whom are investment professionals. DecisionPoint provides discretionary investment management services to a broad client base including individuals (both high net worth and otherwise), pension and profit sharing plans, state and municipal government entities, charitable organizations, and corporations. Their operations are regulated as a registered investment adviser with the SEC, serving primarily US-based clients.
Investment Strategy
DecisionPoint Financial, LLC employs a multi-asset, discretionary investment strategy, focusing on constructing diversified portfolios tailored to each client’s objectives and risk tolerance. Their approach includes direct equity and fixed income investments, often favoring a long-term, fundamental analysis perspective. The firm has significant holdings in major US equities such as Microsoft, Apple, and Amazon, and allocates assets across sectors and account types to balance risk and return. They primarily serve high net worth individuals, retirement plans, and governmental clients, with all AUM on a discretionary basis as of March 2025.
Latest 13F Filing Activity
Decisionpoint Financial, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 639 equity positions with a total 13F market value of $392M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Decisionpoint Financial, LLC reduced exposure to Home Bancshares Inc., Apple Inc., Schwab Strategic TR among others.
Top Holdings
Equity Positions (639)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 30.95% | $121.2M | 3,362,415 | $28.29 | $35.84 | +$15.8M |
V VCIT | VANGUARD SCOTTSDALE FDS | 10.59% | $41.5M | 502,241 | $78.45 | $82.92 | +$1.8M |
D DFIC | DIMENSIONAL ETF TRUST | 8.85% | $34.7M | 1,115,611 | $26.30 | $31.09 | +$4.6M |
D DFAI | DIMENSIONAL ETF TRUST | 6.38% | $25.0M | 723,558 | $26.46 | $34.57 | +$4.6M |
D DFCF | DIMENSIONAL ETF TRUST | 6.37% | $24.9M | 589,893 | $41.66 | $42.26 | +$426.7K |
Industry Allocation
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